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Brand Guidelines Template: A Fill-In Version for Small Teams, With a Worked Example

A free brand guidelines template for small teams: eight sections to fill in, covering voice, words, visuals and AI tools, with a finished example to copy.

Alexis · Content StrategistUpdated Nov 5, 20269 min read
Poster: "Brand guidelines template" over a soft pastel sky and a "Fill it in" stamp (Brand Guidelines Template: A Fill-In Version for Small Teams, With a Worked Example)
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Search for a brand guidelines template and most of the first page is design files. When we looked in November 2026, the top result had 145 pages for InDesign, Illustrator and Figma, and another further down had 38. They look great. They also assume you have a designer to fill them in and plenty of logo rules to show.

A small team has a simpler problem. You need to write down how the business sounds, what it promises and which logo file to use, in a document people will open. This template does that in eight sections. Each one gives you the questions to answer, and a made-up bookkeeping firm answers them so you can see what a finished version looks like.

Our guide to brand consistency says long guidelines tend to sit unread, and that a one-page sheet should do the daily work. That still holds. This is the fuller document behind the sheet: you write it to make the decisions, and people come back to it when the sheet doesn't answer their question.

What are brand guidelines?

Brand guidelines are the written rules for how your business looks and sounds, so that anyone who makes something for you, a person or an AI tool, produces work that reads as one company. A good test is whether someone new can apply them without asking you follow-up questions.

You'll also see them called a style guide or a brand book. A brand style guide template or a brand book template often leans towards visuals, while a content style guide covers writing. A small business only needs one document, so put both in it.

What to include in brand guidelines

Eight sections are enough for a small team:

Section

The question it answers

On the one-page sheet?

1. Who we are

Who do we help, and how?

Yes

2. Voice

How do we always sound?

Yes

3. Tone by channel

What changes from place to place?

No

4. Words

What do we say, and what do we avoid?

Yes

5. Promises and claims

What can we say about ourselves?

Yes

6. Visuals

Which files, colours and fonts do we use?

No

7. AI tools

What do the tools get, and who checks the output?

No

8. Owner

Who has the final say?

No

The design templates spend most of their pages on section 6. On a small team the trouble usually starts in sections 2, 4 and 5, so start there.

Brand guidelines template at a glance: eight sections from who we are to owner, with who we are, voice, words, and promises and claims marked as going on the one-page sheet

The brand guidelines template, section by section

Copy the questions into a shared doc and answer them in plain sentences. The example answers come from a made-up bookkeeping firm that works with small shops.

1. Who we are

Keep this short enough to say out loud.

Question

Example answer

Who do we help?

Owners of small shops with no finance staff

What do we do for them?

Keep their books straight so tax season is boring

How should they feel after dealing with us?

That someone has it under control

Why us and not someone else?

Fixed monthly prices, and a real person who replies

2. Voice

Your brand voice guidelines are the part writers will use most. Pick three words for how you sound. Then give each word a line that fits and a line that doesn't, because "calm" means different things to different writers until they can read what you mean.

Trait

What it means

Sounds like

Doesn't sound like

Plain

Short words, one idea per sentence

"Your tax bill is due on the 15th."

"Please be advised of your upcoming remittance obligations."

Calm

No alarm, even near a deadline

"You have three weeks. Here's what we need from you."

"Don't get caught out! The deadline is coming FAST!"

A bit dry

A small joke is fine, never at the customer's expense

"Receipts welcome. Shoeboxes too."

"We're thrilled to unlock your financial journey! 🚀"

Add links to three pieces that already sound right: your best post, email and page. If you're starting from nothing, our guide to defining your brand voice goes deeper, and these brand voice examples show what other companies do.

3. Tone by channel

Your voice stays the same and your tone moves. Write one row for each channel or situation you deal with. The tone of voice guide has more on how this works.

Where we are

How we adjust

Example

Website

Clear, written for someone new to us

"We do the books for small shops, at a fixed monthly price."

Newsletter

One person writing to one reader

"I read a lot of receipts last week. Three things kept coming up."

Late payment reminder

Direct and polite

"Your invoice is two weeks late. Can you pay it by Friday?"

A customer is upset

Answer first, no jokes

"That charge was our mistake. We refunded it today."

4. Words

Question

Example answer

Which words do we use?

books, tax bill, deadline

Which words do we avoid?

solutions, leverage, seamless, "financial journey"

What do we call our customers?

Clients in contracts, "you" everywhere else

Which house rules do we follow?

Sentence case in headings, dates written as "January 15", numbers as digits

5. Promises and claims

This section stops expensive mistakes. A new writer or an AI tool will happily promise something you can't deliver, so spell out what's allowed.

Question

Example answer

What do we promise?

A reply within one working day; fixed monthly prices

What do we never claim?

"Guaranteed savings"; that we're the cheapest

Which numbers can we quote?

Only numbers from our own client records, and the owner approves them first

What needs a second pair of eyes?

Anything that could read as tax advice

6. Visuals

A designer can make this section look better, but half a page of plain notes does the job. The important part is that everyone can find the current files.

Question

Example answer

Where are the logo files?

One shared folder, with old versions deleted

What must nobody do to the logo?

Stretch it, recolour it, or put it on a busy photo

What are our colours?

Dark green #1F4D3A, off-white #F7F5EF

What fonts do we use?

Inter for everything

What do our images look like?

Real clients' shops, with permission, and no stock photos of handshakes

Which templates do we keep?

Instagram post, invoice, slide

7. AI tools

An AI tool fills in anything you leave out with its own default style, so decide what it gets. Our guide on how to train AI on your brand voice walks through the setup, and these seven edits for AI-generated content help with the read-through.

Question

Example answer

Which tools do we use, and for what?

A chat assistant for first drafts of posts and emails

What do they get?

The one-page sheet and our three example pieces, in the custom instructions

What must never go in?

Client names and financial records

Who checks the output?

A person reads every draft before it goes out

8. Owner

Question

Example answer

Who has the final say?

The founder

Where does this document live?

The shared folder, linked from the team chat

When do we review it?

Every six months, and before a rebrand or a new product

How do changes reach people?

The owner updates the document and the sheet first, then tells everyone

The finished example on one page

Take sections 1, 2, 4 and 5, cut them to the shortest version that still works, and you have the sheet. Everyone who writes for you gets it on their first day, and the full document stays in the folder for the harder questions.

Brand guidelines template worked example: a one-page sheet for a made-up bookkeeping firm, listing who it helps, how it sounds, the words it uses and avoids, what it promises and what it never claims

Brand guidelines examples worth reading

Some large companies publish theirs, and each of these is useful for something different. They're far longer than yours needs to be, so borrow the structure and skip the length.

Mailchimp's Content Style Guide is the one to read for writing. It has a section on voice and tone, a word list, and separate sections on email newsletters and social media.

Dropbox's brand guidelines put voice and tone next to logo, typography, colour, imagery and motion, so you can see words and visuals living in one place.

LinkedIn's brand guidelines are written for people outside the company who want to use its name and logo. Look at these once partners or resellers start using yours.

Monzo's tone of voice page comes from a bank, so it's worth a look if your field tends to sound stiff.

How to fill it in without losing a week

  1. If your business has been around for a while, run a one-afternoon brand audit first. It shows you what you already do, which is easier to write down than to invent.
  2. Collect three pieces that sound right, and work out your three voice words from them.
  3. Draft sections 1, 2, 4 and 5 in one sitting. A rough version is fine.
  4. Test it. Give the draft to someone new, or to an AI tool, and ask for a short post. Wherever the result sounds wrong, a rule is missing or too vague.
  5. Add sections 3, 6, 7 and 8.
  6. Cut the one-page sheet and send it to everyone who writes for you.

Where software fits

A document can't read a post before it goes out. Someone has to check the work against it, and that gets harder as the number of channels and writers grows.

Savra is built for that reading. It keeps your rules on file and checks every post, email and reply against them before it goes out. To see where you stand before you write anything, run the free audit. It reads your website and quotes back the lines that drift. It doesn't read your social posts or emails, so check those by hand.

Frequently asked questions

What are brand guidelines?

Brand guidelines are the written rules for how your business looks and sounds, so that anyone who makes something for you, a person or an AI tool, produces work that reads as one company.

What should be included in brand guidelines?

For a small team, eight sections: who you are, your voice, tone by channel, the words you use and avoid, your promises and claims, your visuals, rules for AI tools, and who owns the document.

How long should brand guidelines be?

There's no fixed length. A small business can cover all eight sections in a few pages, then keep a one-page version for daily use. If nobody can find the answer they need in a minute or two, the document is too long.

Is a brand style guide different from brand guidelines?

The names overlap and most people use them to mean the same thing. Some companies keep a visual style guide and a separate content style guide. A small business only needs one document that covers both.

Do I need a designer to fill in a brand guidelines template?

No. Most of this template is writing, and the founder or whoever writes the most can fill it in. A designer helps with the logo files, colours and fonts in the visuals section, but half a page of plain notes works if you don't have one.

Can AI write my brand guidelines?

An AI tool can draft a first version from your best writing, and that can save time. The decisions still have to come from you, especially what you promise, what you never claim and who has the final say.

Keep reading

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